Travis Jacobson Email & Phone Number
Director, Sr. Retirement Relationship Manager @ Bank of America
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Travis Jacobson Location
- New York, NY, US
Travis Jacobson Work
- 2025 -now Director, Sr. Retirement Relationship Manager @
- 2019 -2026 VP, Institutional Retirement Relationship Manager @
- 2017 -2019 AVP, Internal Retirement Plan Sales Specialist @
- 2015 -2017 Officer, Institutional Trading Specialist @
- 2013 -2015 Multi Stock Options Specialist @
- 2012 -2013 Financial Advisor @ Creative Financial Group of NJ
Travis Jacobson Education
- Villanova University
Bachelors (Economics)
2006-2010
Travis Jacobson Skills
- 401k
- Customer Service
- Mutual Funds
- Time Management
- Microsoft Excel
- Excel
- Investments
- Trading
- Microsoft Office
- Series 63
- Microsoft Word
- Variable Annuities
- Series 65
- Roth IRA
- 401k Retirement Savings Plans
- Series 7
- Equities
- Life Insurance
- 401 Retirement Savings Plans
Travis Jacobson Summary
- Travis Jacobson, based in New York, NY, US, is currently a Director, Sr. Retirement Relationship Manager at Bank of America. Travis Jacobson brings experience from previous roles at Bank of America. Travis Jacobson holds a 2006 - 2010 Bachelors in Economics @ Villanova University. With a robust skill set that includes 401k, Customer Service, Mutual Funds, Time Management, Microsoft Excel and more. Travis Jacobson has 3 emails and 1 mobile phone numbers on RocketReach.
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